Financial Administrator - Client Services & Back Office

Perspective Financial Group Ltd; Newcastle-under-Lyme; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Newcastle Under Lyme is seeking a Financial Administrator to provide high-quality administrative support and act as a point of contact for client queries related to pensions, investments, and protection. The ideal candidate will have excellent IT skills and the ability to manage workloads effectively. This role includes benefits such as 25 days holiday and a Birthday Day Off.

Benefits

25 days holiday plus Bank Holidays

Birthday Day Off

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Discount shopping opportunities

Qualifications

• Experience in providing high-quality administrative support.
• Ability to manage and prioritise workloads.
• Flexibility and adaptability to cope with change.

Responsibilities

• Client correspondence, both written and verbal.
• Processing New Business and preparing client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Maintaining accurate client records on company software.
• Providing back-office support.

Skills

Good working knowledge of IO and Platform

Production of concise business correspondence

Confidence with IT and office software packages

Excellent planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills at all levels

Team player with a positive attitude

Tools

Teams

Outlook

Word

Excel

Job description

A financial services company in Newcastle Under Lyme is seeking a Financial Administrator to provide high-quality administrative support and act as a point of contact for client queries related to pensions, investments, and protection. The ideal candidate will have excellent IT skills and the ability to manage workloads effectively. This role includes benefits such as 25 days holiday and a Birthday Day Off.